Join Coast Capital as a Member Advice Specialist in Westshore, delivering outstanding customer service and financial solutions to our members. Assist with banking needs and uncover sales opportunities in this full-time role.

In this essential position at our Westshore branch, you will engage with members to provide personalized financial advice and promote our range of services, including mutual funds and electronic banking. The successful candidate will draw from at least three years of experience in financial services while collaborating with team members to meet sales and compliance targets.

Key Responsibilities:
• Deliver exceptional customer experiences in retail banking
• Engage members with helpful financial advice and solutions
• Collaborate with branch team to complete regulatory checks




• Identify sales opportunities through customer interactions
• Achieve sales and referrals targets in a team environment

Requirements:
• Certificate in Investment Funds in Canada or equivalent
• Minimum three years of banking or credit union experience
• Basic math skills for service-related transactions
• Robust relationship-building abilities
• Team-oriented mindset with organizational skills

Leverage your customer service expertise and financial knowledge to enhance the member experience at Coast Capital's Westshore branch.
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📌 Member Advice Specialist - Westshore (British Columbia)
🏢 Coast Capital
📍 British Columbia